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Semiconductors

Micron Posts Record AI-Driven Profits but Shares Retreat

A surge in high-bandwidth memory demand and multi-year customer deals lifted revenue and profit while investors weigh cyclical oversupply and new Chinese capacity.

Stories older than 24h

34 ARTICLES

4d ago

AI Demand Fuels Record Profits, Big Capex and Reported Price Hikes at Leading Chipmakers

55 ARTICLES

2w ago

GM Beats Q2 Estimates and Raises 2026 Guidance as Markets Brace for Tesla and Alphabet Reports

17 ARTICLES

3w ago

TSMC Commits $100 Billion More to Arizona, Raising U.S. Plan to $265 Billion

230 ARTICLES

3w ago

AI Chip Sell-Off Pushes Semiconductors Into Bear Market

86 ARTICLES

3w ago

U.S. Clears Nvidia H200 Sales to Chinese Firms as Shipments Remain Minimal

4 ARTICLES

4w ago

Wall Street Reprices AMD on Rising AI Server Demand

121 ARTICLES

4w ago

Micron Boosts Capex to $250 Billion After Blockbuster Quarter and Secures Long‑Term AI Contracts

95 ARTICLES

last mo.

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

44 ARTICLES

last mo.

Micron Posts Record AI‑Driven Quarter as Price‑Fixing Lawsuit Targets Memory Leaders

90 ARTICLES

last mo.

Meta Eyes Cloud Business to Sell Excess AI Compute

25 ARTICLES

last mo.

Nvidia Deepens Push Into Secure AI Infrastructure as Export Controls Tighten Supply

61 ARTICLES

last mo.

Kospi Tops 9,000 as Chip Rally Sends Seoul to Record High

63 ARTICLES

last mo.

Trump Says Apple Will Work With Intel to Build Chips in US

128 ARTICLES

2mo ago

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

21 ARTICLES

2mo ago

Broadcom Beats Q2 but Guides Lower on AI Margins and Triggers Sharp Market Sell-Off

Semiconductors

Micron Posts Record AI-Driven Profits but Shares Retreat

AMD Posts Record Q2 Driven by Data Center Surge as Shares Slide

AI Memory Boom Confronts China‑Fueled Market Rethink for SanDisk and Micron

Kospi Soars as AI Earnings Rally Sends Chip Stocks Surging

Memory Stocks Whipsawed as Chinese Capacity Fears Trigger Late‑July Rout

AI Demand Fuels Record Profits, Big Capex and Reported Price Hikes at Leading Chipmakers

GM Beats Q2 Estimates and Raises 2026 Guidance as Markets Brace for Tesla and Alphabet Reports

TSMC Commits $100 Billion More to Arizona, Raising U.S. Plan to $265 Billion

AI Chip Sell-Off Pushes Semiconductors Into Bear Market

U.S. Clears Nvidia H200 Sales to Chinese Firms as Shipments Remain Minimal

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Semiconductors

Wall Street Reprices AMD on Rising AI Server Demand

Micron Boosts Capex to $250 Billion After Blockbuster Quarter and Secures Long‑Term AI Contracts

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

Micron Posts Record AI‑Driven Quarter as Price‑Fixing Lawsuit Targets Memory Leaders

Meta Eyes Cloud Business to Sell Excess AI Compute

Nvidia Deepens Push Into Secure AI Infrastructure as Export Controls Tighten Supply

Kospi Tops 9,000 as Chip Rally Sends Seoul to Record High

Trump Says Apple Will Work With Intel to Build Chips in US

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

Broadcom Beats Q2 but Guides Lower on AI Margins and Triggers Sharp Market Sell-Off

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Semiconductors